Plan Snapshot
- Plan Sponsor: Infinitum Electric INC.
- Sponsor EIN: 461748221
- Sponsor Address: 700 JEFFREY WAY, ROUND ROCK, TX, 78665
- Plan Type: 401(k)
- Total Participants: 146
- Total Assets: $4.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 146 | $4.4M | $0 | $1.5M |
| 2023 | 128 | $3.6M | $0 | $1.1M |
| 2022 | 75 | $971,468 | $0 | $566,108 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| VESTWELL | RECORDKEEPER | $12,689 | — | $12,689 |
| PW PARTNERS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VESTWELL — RECORDKEEPER
- PW PARTNERS, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,689
- Estimated Expense Ratio: 0.286% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $16,172 | $3,483 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |